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    Fund


    Dimensional World Allocation 60/40 £ Acc (IE00B416SD35.IR)

    1,596.00 Down 4.00(0.25%) Sep 29

    Risk as of Apr 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:1
    Number of Years Up4
    Number of Years Down0
    Best 1 Yr Total Return(Dec 30, 2013):12.75%
    Worst 1 Yr Total Return(Dec 30, 2015):1.76%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticIE00B416SD35.IRCategory
    Alpha (against Standard Index)-0.70-2.19
    Beta (against Standard Index)0.780.78
    Mean Annual Return0.430.63
    R-squared (against Standard Index)91.6661.04
    Standard Deviation6.328.20
    Sharpe Ratio0.730.87
    Treynor Ratio5.808.80
    5 Years
    StatisticIE00B416SD35.IRCategory
    Alpha (against Standard Index)N/A-2.09
    Beta (against Standard Index)N/A0.88
    Mean Annual ReturnN/A0.74
    R-squared (against Standard Index)N/A65.71
    Standard DeviationN/A8.97
    Sharpe RatioN/A0.95
    Treynor RatioN/A9.63
    10 Years
    StatisticIE00B416SD35.IRCategory
    Alpha (against Standard Index)N/A-2.10
    Beta (against Standard Index)N/A0.91
    Mean Annual ReturnN/A0.52
    R-squared (against Standard Index)N/A74.30
    Standard DeviationN/A11.72
    Sharpe RatioN/A0.38
    Treynor RatioN/A4.38